secwatch.observer — SEC 8-K summary
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Issuer:     Blue Bird Corp (BLBD)
CIK:        0001589526
Form:       8-K
Filed at:   2025-11-24T23:59:59+00:00
Accession:  0001589526-25-000099
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Blue Bird reports record FY2025 revenue $1.48B, Adj. EBITDA $221M; reaffirms FY2026 guidance
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- Full-year net sales of $1,480.1M (+9.9% YoY); GAAP net income $127.7M, diluted EPS $3.88.
- Adjusted EBITDA $221.3M (15.0% margin); adjusted diluted EPS $4.38.
- Q4 revenue $409.4M (+16.9% YoY); Q4 net income $36.5M vs. $24.7M a year ago.
- Record 901 electric buses delivered in FY2025; 680 EV buses in firm order backlog.
- FY2026 guidance reaffirmed: revenue ~$1.5B, Adj. EBITDA ~$220M; long-term target 16%+ margin on ~$2B revenue.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1589526/000158952625000099/0001589526-25-000099-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1589526/000158952625000099/blbd-20251124.htm
  HTML page:      https://secwatch.observer/filing/0001589526-25-000099

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer